Florida Trust Wealth Management serves individuals, families, business owners, executives, retirees, and multigenerational families seeking personalized wealth management and long-term financial guidance.

We serve a range of investment and trust clients beginning with $2 million of investable assets to those needing management at $10 million, $50 million and several hundred million, depending on their circumstances.

We also offer a unique family advantage, where younger generations can enter below the minimum under the family umbrella, often causing the entire family to enjoy lower fees as the multi-generation relationship increases.

Today, we manage approximately $6 billion in assets for more than 500 families and maintain a 98% client retention rate, reflecting our commitment to building lasting relationships that evolve alongside the families we serve.

The strongest wealth management relationships are built on shared values, trust, and long-term partnership.

Our clients are looking for more than investment management. They value experienced guidance, coordinated planning, direct access to local professionals, and an advisory team that understands how their financial lives evolve over time.

Transitioning your relationship to Florida Trust Wealth Management is designed to be a coordinated and straightforward process. Our team works closely with your current financial institution to help transfer investment accounts, retirement assets, trusts, and other relationships efficiently while keeping you informed throughout the process.

An independent fiduciary is legally and ethically obligated to act in the best interests of the client when providing investment advice and financial and estate planning decisions.

Every relationship at Florida Trust Wealth Management begins with a thoughtful discovery process designed to understand your goals, priorities, and long-term vision.

We do not use proprietary investment products or proprietary funds when building client portfolios. Investment recommendations are guided by our independent research process and selected because we believe they best support each client’s long-term objectives.

We believe clients should understand what they own, why they own it, and how each investment contributes to their broader financial strategy.

Every client relationship begins with understanding the people behind the financial plan.

At Florida Trust Wealth Management, we believe successful wealth management is built on trusted relationships as much as sound financial guidance. Every family has different goals, communication preferences, planning priorities, and decision-making styles. That’s why we thoughtfully assemble a team of professionals whose expertise and approach best align with your needs.

Every family communicates differently. Some clients appreciate regular planning meetings and detailed discussions, while others prefer concise updates focused on key decisions. We take the time to understand how you prefer to communicate and the level of involvement you want from your advisory team.

Depending on your circumstances, your in-house team may be comprised of a dedicated local portfolio manager, a trust professional, Family Office Services, a retirement planning specialist, and a wealth advisor. We also coordinate closely with your CPA, estate planning attorney, insurance professional, and other trusted advisors, so every recommendation reflects your broader financial picture.

Rather than assigning clients to a standard service model, we build an advisory team designed to support your family’s objectives while providing one coordinated relationship throughout every stage of life.

We believe clients should clearly understand how their advisory relationship is structured, including how fees are calculated.

Our wealth management fees are generally based on assets under management (AUM) and follow a tiered fee schedule, meaning the effective fee percentage generally decreases as assets increase.

Because every family is different, the scope of services varies by relationship. During our discovery process, we discuss your family’s planning priorities, recommend the services that best support your needs, and explain how fees are structured before moving forward.

Our advisory relationship extends well beyond investment management and may include retirement planning, trust and estate planning, Family Office Services, coordination with your CPA and estate planning attorney, and ongoing guidance as your financial circumstances evolve.

Choosing a wealth management firm is an important decision. Choosing one that can grow alongside your family for decades is equally important.

For more than 25 years, Florida Trust Wealth Management has hand-selected professionals to join our team who understand the client-focused, relationship-driven culture our clients prefer. Our local team members are on site to help families navigate life’s most important financial decisions through thoughtful guidance, experienced fiduciary oversight, and coordinated planning.

Today, we manage approximately $6 billion in assets for more than 500 families and have maintained a 98% client retention rate.

Clients value our independent research, experienced local portfolio managers, direct accessibility, and the ability to coordinate investment management, retirement planning, trust administration, Family Office Services, and wealth transfer through one trusted relationship. Just as importantly, they value knowing that when they call, they’re speaking with professionals who know their family, understand their financial picture, and remain actively involved throughout the relationship.